CFS Group, Inc.

Bios

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  Marci L. Cartwright

  VICE PRESIDENT & PROGRAM MANAGER

  Marci Cartwright joined Chemung Canal Trust Company in 2011 as Vice President, Business Development Officer of our Wealth Management Group. In 2018 she accepted the position of Program Manager for CFS Group, Inc. Marci has been in the financial services business for 30 years, having spent most of her career working with high net worth clients at HSBC Bank USA as a Vice President/Senior Premier Relationship Manager. In her current role as Program Manager, Marci coaches and mentors her team to create meaningful relationships with CFS Group clients allowing them to deliver personalized financial solutions to their clients and families. Marci is a lifelong resident of Chemung County. She and her husband have 2 daughters. Marci is an animal lover and is actively involved in the Chemung County Humane Society and SPCA, currently serving as President of the Board of Directors.

  Link: Marci L. Cartwright

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  Sabrina Chilson, CFP®

  FINANCIAL CONSULTANT

  “I look forward to building lasting relationships with my clients, providing education and guidance through every life milestone to help develop positive financial discussions that could lead to financial security and independence”. As an LPL Financial Advisor, Sabrina’s mission is to help Southern Tier families and professionals address their holistic financial wellness needs. Sabrina’s clients can expect to work with someone dedicated to helping navigate the intricacies of financial wellness and planning. Sabrina works very closely with clients to develop enduring relationships that transcend beyond the planning process itself. Her specialties include working with those who are just starting a new career whom have not yet considered financial wellness, mid-career professionals and/or families getting their “financial house” in order as well as late career professionals who are preparing for retirement and planning for their income needs. Focusing on each client’s unique situation, goals, and circumstances Sabrina designs a tailored financial plan to pursue every client’s needs. Sabrina has been in the financial services field since 2007. She earned her Bachelor of Sciences degree from Elmira College in Business Administration and attained her CERTIFIED FINANCIAL PLANNER designation™ in 2018. She is FINRA Series 6, 7, 63 registered through LPL Financial and is licensed with the New York Department of Insurance. She has been a lifelong resident of the Southern Tier. In her free time, Sabrina enjoys traveling, volunteering with Tanglewood Nature Center, hiking / spending time outdoors and training in the sport of Agility with her Border Collie, Kota.

  Link: Sabrina Chilson, CFP®

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  John Coulombe

  FINANCIAL CONSULTANT

  “I help people look at their financial picture and zero in on their goals. My strategy is to figure out your desired destination, help put you on the most suitable course to get there and stay in touch thru all of your life events. In other words, you could say I encourage my clients to think of me as their financial GPS.” Investment portfolio management, customized financial planning, 401k transition assistance, mutual funds, life insurance, annuities are among the ways John helps his client pursue their goals. John has been in the Financial Services field since 2009 and joined the CFS Group in 2018. He previously worked for Equitable Life and Morgan Stanley. He holds series 7 and 66 licenses with LPL Financial and is life insurance licensed in New York State. John is originally from Ithaca, NY. He spent 12 years in Orlando, graduating from the University of Central Florida with a degree in Finance. He returned to upstate NY in 2015 and currently resides in the town of Danby, just south of Ithaca. He is a cat owner, sports fan and enjoys running.

  Link: John Coulombe

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  Justin Faulkner

  FINANCIAL CONSULTANT

  “I work with clients to advise thru all critical stages in life and educate throughout the process.” Justin Faulkner has been helping clients manage their wealth for 7 years. He joined CFS Group Inc. in 2015. As a Financial Consultant, Justin’s focus is on customized planning and client portfolio construction. Justin’s clients can expect to work with someone they trust, and feel assured that their best interest is paramount. A proud military veteran, Justin came back to Upstate New York after serving and attended SUNY Corning before transferring to Cornell University and receiving a Bachelor’s degree. He is FINRA Series 7, 66 registered through LPL Financial and holds a Life Insurance license in the state of New York. Justin and his wife live in the Elmira area and they enjoy golfing, volleyball, kayaking, downhill skiing, softball, and cooking. Justin currently serves as Chairman on the Zoning Board of Appeals in his town.

  Link: Justin Faulkner

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  Peter Perri

  FINANCIAL CONSULTANT

  Pete Perri has 9 years of experience as a Financial Consultant. He feels that the most important component of a comprehensive financial advisory relationship is understanding how his clients feel about their assets in terms of their current needs and future goals. He uses a holistic approach to evaluate a client’s total financial profile before making any recommendation for future investments. The biggest reward for Pete is developing a long term relationship with his clients and knowing they understand their investments and are satisfied with the performance. Pete and his wife live just east of Ithaca, NY. They enjoy travelling the Finger Lakes and visiting many of the wonderful parks and attractions that this beautiful area has to offer. They also love spending time with their daughters, their husbands, and the grandkids. Pete has been involved in many community organizations over the years, and he is an active member of his church. Faith, family, and community are the touchstones of his life.

  Link: Peter Perri

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  Michael Riley

  FINANCIAL CONSULTANT

  Michael is a Financial Consultant who provides office support for CFS Group, Inc. He has 22 of experience in the investment industry and has been licensed for investments and insurance products since 1997. Michael seeks to help his clients make their money last as long as they do. Michael earned his two-year degree from Elmira Business Institute in Business Administration and Accounting. He is a lifelong resident of Elmira and enjoys reading history and non-fiction and occasional trips with his wife to historical places. Michael’s is FINRA Series 7, 65 registered through LPL Financial. He is located on the first floor at the Main Office in Elmira, NY.

  Link: Michael Riley